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IMG Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

IMG Wealth Management’s Portfolio FUMB Stock Details FUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.4K Sell
769
-1,943
-72% -$39K 0.01% 269
2026
Q1 		$54.4K Buy
2,712
+1,331
+96% +$26.8K 0.03% 163
2025
Q4 		$27.7K Hold
1,381
– – 0.02% 207
2025
Q3 		$27.8K Hold
1,381
– – 0.02% 182
2025
Q2 		$27.8K Hold
1,381
– – 0.02% 178
2025
Q1 		$27.8K Buy
+1,381
New +$27.8K 0.02% 174

Other funds holding FUMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM

IMG Wealth Management's FUMB Position: Q2 2026 in Review

IMG Wealth Management reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 72% in Q2 2026, selling an estimated $39K and leaving 769 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #269.

IMG Wealth Management first reported a position in FUMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $54.4K in Q1 2026. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • IMG Wealth Management held 769 shares of First Trust Ultra Short Duration Municipal ETF worth $15.4K as of Q2 2026.
  • IMG Wealth Management sold 1,943 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $39K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #269 holding.
  • IMG Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2025 and has held it in 6 quarters since.
  • IMG Wealth Management's First Trust Ultra Short Duration Municipal ETF position peaked at $54.4K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.